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Strata Wealth Advisors, LLC: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strata Wealth Advisors, LLC on SHY, newest first. How the timeline and the estimate are built.

Strata Wealth Advisors, LLC held 26,302 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,302 shares
    Change vs previous 13F +476 shares

    0.53% of the 13F portfolio, value $2,159,617.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,826 shares
    Change vs previous 13F -13,183 shares

    0.58% of the 13F portfolio, value $2,132,413.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,009 shares
    Change vs previous 13F -1,029 shares

    0.9% of the 13F portfolio, value $3,230,734.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,038 shares
    Change vs previous 13F -75 shares

    0.88% of the 13F portfolio, value $3,321,561.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,113 shares
    Change vs previous 13F -4,867 shares

    0.92% of the 13F portfolio, value $3,323,754.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,980 shares
    Change vs previous 13F +3,510 shares

    1.16% of the 13F portfolio, value $3,721,199.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,470 shares
    Change vs previous 13F +365 shares

    1.07% of the 13F portfolio, value $3,399,677.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,105 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,417,902.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).